Maltin Wealth Management, Inc.

Q3 2026 13F-HR Holdings

Location
Ridgewood, NJ
Holdings as of
9/30/2026
Date filed
10/13/2026
Form type
13F-HR
Num holdings
152
Total value ($000)
$308,415
Net value change ($000)
+9,370 (3.1%)
New positions
10
Sold out positions
9
Turnover %
9.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
KJUN 6,167 NEW
IAUM 5,922 NEW
IJUL 5,220 NEW
IEI 3,948 97.1%
EJUL 2,384 NEW
SDCI 2,242 19.2%
SCHO 2,225 29.5%
VBIL 1,127 45.4%
YEXT 715 38.9%
VOE 698 10.5%
Top Reduces (Value $000, Stocks/ETFs)
KDEC -7,944 -90.6%
INOV -5,150 -100.0%
IAU -4,783 -61.5%
BAB -2,836 -35.2%
VWO -2,333 -35.9%
IEF -1,570 -100.0%
VO -1,091 -25.6%
SNDK -708 -44.9%
VIS -656 -10.9%
AIRR -534 -12.3%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 4,489 (1.5% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type